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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Rochester | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Rochester | NY | 11/2016 | 01/2025 |
| Lpl Financial | Shippenville | PA | 01/2025 | Present |
1- 01/30/2025 - Wildland Firefighter - Outside/W-2 Employment - Not Investment Related - Clarendon PA - Start date: 03/21/2022 - 1 Hrs/Mth - 0 Hrs During Trading. 2- 01/30/2025 - FINRA - FINRA Arbitrator - Investment Related - Washington DC - Start date: 03/01/2020 - 0 Hrs/Mth - 0 Hrs During Trading. 3- 01/30/2025 - Hewlett Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - Start Date:02/01/2025 -160 hrs mth -8 hrs during trading. 4) 07/29/2025 - Hilltop Farms - Not Investment Related - Business Owner - Home Based - Start Date:08/08/2025 - 20 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-27 |
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